BOLTON SECURITIES CORPORATION’s iShares Short Maturity Bond ETF NEAR Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.25M	Buy	+103,122	New	+$5.22M	0.31%	77

Other funds holding NEAR

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NEAR Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Short Maturity Bond ETF (NEAR) in Q1 2025: 103,122 shares worth $5.25M. The stake represents 0.31% of the portfolio and ranks #77 among its holdings.

364 funds tracked by Wall St. Rank hold NEAR as of Q1 2025.

BOLTON SECURITIES CORPORATION held 103,122 shares of iShares Short Maturity Bond ETF worth $5.25M as of Q1 2025.
iShares Short Maturity Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Short Maturity Bond ETF made up 0.31% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #77 holding.
364 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.